Foundations Investment Advisors, LLC Franklin Universal Trust Transaction History

Foundations Investment Advisors, LLC

$4.46 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 25, 2023	BUY	$6.71 - $7.36 $154,229 - $169,169	22,985 Added 8.93%	280,404 $2 Million
Q4 2022 Jan 11, 2023	BUY	$6.21 - $7.01 $494,048 - $557,694	79,557 Added 44.73%	257,419 $0
Q3 2022 Oct 19, 2022	BUY	$6.33 - $8.05 $272,050 - $345,972	42,978 Added 31.86%	177,862 $1.13 Million
Q2 2022 Jul 08, 2022	BUY	$7.06 - $8.22 $619,620 - $721,428	87,765 Added 186.26%	134,884 $1.01 Million
Q1 2022 Apr 19, 2022	BUY	$7.8 - $8.44 $95,253 - $103,069	12,212 Added 34.98%	47,119 $378,000
Q4 2021 Jan 21, 2022	BUY	$8.1 - $8.63 $71,288 - $75,952	8,801 Added 33.71%	34,907 $288,000
Q3 2021 Oct 13, 2021	BUY	$8.11 - $8.62 $1,913 - $2,034	236 Added 0.91%	26,106 $215,000
Q2 2021 Jul 14, 2021	SELL	$7.49 - $8.35 $1,228 - $1,369	-164 Reduced 0.63%	25,870 $215,000
Q1 2021 Apr 09, 2021	BUY	$7.32 - $7.55 $8,513 - $8,780	1,163 Added 4.68%	26,034 $197,000
Q4 2020 Jan 13, 2021	BUY	$6.78 - $7.49 $62,016 - $68,511	9,147 Added 58.17%	24,871 $185,000
Q3 2020 Oct 07, 2020	SELL	$6.68 - $7.09 $225,436 - $239,273	-33,748 Reduced 68.22%	15,724 $108,000
Q2 2020 Jul 08, 2020	BUY	$5.67 - $7.05 $280,506 - $348,777	49,472 New	49,472 $334,000

Others Institutions Holding FT

# of Institutions

48

Shares Held

4.64M

Call Options Held

0

Put Options Held

0

About FRANKLIN UNIVERSAL TRUST

Ticker FT
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Franklin Universal Trust is a closed-ended balanced mutual fund launched by Franklin Resources, Inc. The fund is managed by Franklin Advisers, Inc. It invests in the public equity and fixed income markets of the United States. The fund invests in companies operating in utility sector. It employs fundamental analysis to invest in a diversified po...

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